Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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LWM
Lenox Wealth Management’s
State Street Energy Select Sector SPDR ETF
XLE
Stock Holding History
Lenox Wealth Management’s Portfolio
XLE Stock Details
XLE Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q2
$42K
Buy
2020
Q1
$24K
Buy
2019
Q4
$11K
Sell
2019
Q3
$13K
Buy
2018
Q4
–
Sell
2018
Q3
$199K
Buy
2018
Q2
$199K
Buy
2018
Q1
$167K
Buy
2017
Q4
$27K
Buy
2017
Q3
$15K
Hold
2017
Q2
$14K
Buy
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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